Melissa A. Wagner

DMK ADVISOR GROUP

Lakewood, CO 80228

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CRD#: 4961955

Professional summary

Melissa Ann Wagner, who also goes by Melissa A. Bloeser, Melissa A. Wagner, is a registered financial advisor currently at DMK ADVISOR GROUP, INC. located in Lakewood, Colorado and LEGACY WEALTH PARTNERS, LLC located in Lakewood, Colorado.

Melissa is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2005. Melissa has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Melissa A. Bloeser | Melissa A. Wagner

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

~1) Legacy Wealth Partners, LLC; Investment-related; Lakewood, CO; Start date 05/2014; Financial & Insurance Agency; 16.67 % Owner & Director of Planning (receive k1 & w2 income); Insurance Agent; Approximately 15 hours/month devoted to insurance activity with all hours/month during securities trading hours. As of 03/2025, Registered Investment Advisor, IAR, Approximately 160 hours/month devoted to this activity with 160 hours/month during securities trading hours. ~2) DMK Advisor Group, Inc.; Investment-related; Littleton, CO; Brokerage Firm; Registered Representative; Start date: 05/2014; Approximately 1 hour/month devoted to this business with 1 hour/month during securities trading hours. ~3) JAMMs LLC; Investment-related; 10420 Willowwisp Way, Highlands Ranch, CO 80126; Nature: LLC that invests in Real Estate Projects; Relationship: Member since 2/15/2022; Approximately 1 hour/month devoted to this business with 0 hours/month during securities trading hours. ~4) Red Rocks Planning Group, LLC; Not investment-related; Morrison, CO; Start date: 03/2014 (100% owner as of Dec 15, 2023). Gas and diesel industry. Consulting and working with Colonial Pipeline and UET on shipping products up the pipeline to destination points. Approximately 1 hour/month devoted to this business with 0 hours/month during securities trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Melissa Ann Wagner's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

January 5, 2022 - Present

DMK ADVISOR GROUP, INC.

Office #1: 225 Union Blvd., Ste. 310, Lakewood, CO 80228

RIA

CRD#: 41067

Lakewood, CO

Current

March 3, 2025 - Present

LEGACY WEALTH PARTNERS, LLC

Office #1: 215 Union Blvd. Suite 215, Lakewood, CO 80228

RIA

CRD#: 333032

LAKEWOOD, CO

Current

May 1, 2014 - Present

DMK ADVISOR GROUP, INC.

Office #1: 17961 Hunting Bow Circle Suite 102, Lutz, FL 33558Office #2: 17961 Hunting Bow Circle Suite 102, Lutz, FL 33558

RIA

CRD#: 41067

Lutz, FL

Past

January 16, 2017 - April 1, 2025

AVEO CAPITAL PARTNERS, LLC

RIA

CRD#: 157728

Lakewood, CO

Past

May 1, 2014 - December 31, 2021

DMK ADVISOR GROUP, INC.

RIA

CRD#: 41067

Greenwood Village, CO

Past

November 15, 2005 - May 2, 2014

EQUITABLE ADVISORS, LLC

RIA

CRD#: 6627

DENVER, CO

Past

July 8, 2005 - May 2, 2014

EQUITABLE ADVISORS, LLC

CRD#: 6627

DENVER, CO

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

California
(5/1/2014)

IAR

California
(1/5/2022)

Colorado
(5/5/2014)

IAR

Colorado
(1/5/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 10/14/2005

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/7/2005

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

LEGACY WEALTH PARTNERS, LLC

CRD#: 333032 / SEC#: 801-131757

RIA

Registered Investment Advisory firm - (1/3/2025 120-Day Approval)

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Contact information

Main Address

215 Union Blvd. Suite 215, Lakewood, CO 80228

Mailing Address

Phone number

(720) 552-8287

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

LEGACY WEALTH PARTNERS, LLC FORM ADV BROCHURE (4/29/2025)

Regulatory assets under management

Total Number of Accounts	2,001
AUM (Assets Under Management)	$ 563,852,455

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Melissa A. Wagner

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Melissa Ann Wagner's CRS (Customer Relationship Summary).

Certified licenses

Experience

LEGACY WEALTH PARTNERS, LLC

DMK ADVISOR GROUP, INC.

AVEO CAPITAL PARTNERS, LLC

DMK ADVISOR GROUP, INC.

EQUITABLE ADVISORS, LLC

EQUITABLE ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 10/14/2005

SIE

Date: 10/1/2018

Series 7

Date: 7/7/2005

FINRA

Current Firm

LEGACY WEALTH PARTNERS, LLC

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

LEGACY WEALTH PARTNERS, LLC

TRUST BUT VERIFY

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